Contact Information

Please contact us with any questions. If you are not yet a client, we can provide you with a complimentary initial consultation or a second opinion on what you are currently doing.

E-MAIL:
John Willett, Co-Founder – jwillett@wealthspringpartners.com
Jay Douglas, Partner, Chief Investment Strategist – jdouglas@wealthspringpartners.com
Ted Athans, Partner, Managing Principal – tathans@wealthspringpartners.com
Leslie Wiberg, Partner, Managing Director – lwiberg@wealthspringpartners.com
Theresa Hays, Investment Operations Manager – thays@wealthspringpartners.com
Christie Greenfield, Client Services Manager – cgreenfield@wealthspringpartners.com
Tracy Wu - Financial Planning Services Manager – twu@wealthspringpartners.com
Sarah Trejo - Client Services Manager - strejo@wealthspringpartners.com

 

TELEPHONE:
Toll-free for all offices: 888-491-4410
Local number for Long Beach: 562-491-4410
Local number for San Luis Obispo: 805-543-2365
Local number for Cambria: 805-927-5070
Local number for Inland Empire: 909-566-0900
Local number for Santa Rosa: 707-968-7237

 

OFFICE LOCATIONS:

Long Beach
111 W. Ocean Blvd., Suite 1120
Long Beach, CA 90802
Driving Directions

San Luis Obispo
778 Osos Street, Suite B
San Luis Obispo, CA 93401
Driving Directions

Orange County
One Park Plaza, Suite 600
Irvine, CA 92614
Driving Directions

Chino Hills/Chino Valley
15338 Central Ave.
Chino, CA  91710
Driving Directions

Riverside
5055 Canyon Crest Drive
Riverside, CA  92507
Driving Directions

Santa Rosa
1550 Airport Boulevard, Suite 205
Santa Rosa, CA 95403 
Driving Directions